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McDonald's

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2201
Canvas Wealth Advisors
Kansas
$252K +$252K +1,090 New
SFWA
2202
Summit Financial Wealth Advisors
Louisiana
$251K -$23.1K -108 -8%
MFGM
2203
Marshall Financial Group (Maryland)
Maryland
$251K -$5.83K -26 -2%
HCP
2204
Holt Capital Partners
Texas
$251K
CA
2205
Continuum Advisory
Idaho
$251K +$11.6K +50 +5%
IMOV
2206
Investment Management of Virginia
Virginia
$251K +$16.8K +75 +7%
SRC
2207
Sage Rhino Capital
California
$251K +$23.6K +105 +10%
ICP
2208
Interchange Capital Partners
Pennsylvania
$250K -$8.38K -37 -3%
FMI
2209
F/M Investments
District of Columbia
$249K -$1.45M -6,495 -85%
PIA
2210
Perennial Investment Advisors
California
$249K
C
2211
Certuity
Florida
$249K +$249K +1,111 New
PIMG
2212
Patriot Investment Management Group
Tennessee
$249K +$249K +1,113 New
CISOA
2213
Capital Investment Services of America
Wisconsin
$248K -$6.27K -28 -2%
RTC
2214
Riverview Trust Company
Washington
$248K
HFG
2215
Heron Financial Group
New York
$247K
AWM
2216
Adams Wealth Management
Utah
$246K
BCB
2217
Brian C. Broderick
$246K
KMWM
2218
Keudell/Morrison Wealth Management
Oregon
$245K
SFG
2219
Sather Financial Group
Texas
$245K +$1.12K +5 +0.5%
GM
2220
Granger Management
New York
$242K
MPW
2221
Monterey Private Wealth
California
$242K +$233 +1 +0.1%
LA
2222
Legacy Advisors
Pennsylvania
$241K -$459K -2,050 -66%
TCM
2223
Telos Capital Management
California
$241K -$129K -574 -35%
BAAM
2224
Baker Avenue Asset Management
California
$241K -$6.04K -27 -2%
OAM
2225
Oberweis Asset Management
Illinois
$241K +$896 +4 +0.4%